T.m. Wealth Management

T.m. Wealth Management (CRD# 287965) is a financial advisory firm headquartered in Reston, VA. They manage $127,010,589 in 367 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
11702 Bowman Green Drive, Suite 300, Reston, VA 20190
https://www.linkedin.com/in/thomasseneca/
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $346,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, UT, VA

Financial Advisors at T.m. Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Seneca, financial advisor Reston VA
Thomas R. Seneca
CRD#: 4244270
11702 Bowman Green Drive, Suite 300, Reston, VA 20190

Thomas Seneca (CRD# 4244270) is an Investment Advisor Representative working at T.m. Wealth Management in Reston, VA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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